Aggregate Financial Services, Inc.

James Baccarini is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Aggregate Financial Services since 2023. Prior to this, he was with Beacon Capital Management, Inc. for ten years and spent one year at JC Trident Inc. He is also a licensed insurance agent involved in the sale of various insurance products. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, offering portfolio management, retirement planning, estate-planning reviews, and written financial plans. The firm uses asset allocation as a core framework and employs techniques such as dollar-cost averaging and technical analysis, with ongoing account monitoring and options for discretionary and non-discretionary managed accounts.

Taylor Retherford is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at InterRad and Actigraph. Outside of financial advising, he works as an MDR Submission Analyst in medical imaging systems. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, including portfolio management, retirement planning, and estate-planning reviews. The firm employs asset allocation as a core framework and offers both discretionary and non-discretionary managed accounts, with ongoing monitoring and quarterly reviews.

Charles Mccants is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Navy Federal Credit Union and Crabs on the Beach. Outside of advisory work, Charles is a learning program supervisor at Actigraph, a software and medical device company. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, focusing on tailored recommendations based on clients’ objectives, time horizons, and risk tolerance. The firm manages both discretionary and non-discretionary accounts and offers fiduciary services for retirement plans.

Louis Bojorquez is a financial advisor with Aggregate Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Aggregate, he served as Regional Vice President at Beacon Capital Management, Inc. for nine years. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, offering portfolio management, retirement planning, and estate-planning reviews. The firm uses asset allocation as a core framework and employs strategies such as dollar-cost averaging and technical analysis, with accounts monitored regularly.